I am a new BA - so please forgive me if this is the wrong place to ask this!
I am tasked with documenting a workflow for the company that will define the sales to billing process. This is a cross functional process, and one that needs to be documented on a timeline (number of days required to complete task) to ensure milestones are met.
Are there any examples of this kind of document out there? I like to learn by example -- makes me feel like I am not off in the weeds! I've started a flowchart that looks like it is in a matrix... time on the horizontal and function on the vertical, with the decisions/processes in the middle. Does that sound about right?
Thanks!
christine
Hi Christine,
If you are a new Business Analyst then I would suggest using and learning the newer process/workflow modeling techniques. I would suggest taking a look at BPMN (Business Process Modeling Notation).
In your case (regardless what modeling technique you use), you could consider the Sales Department and the Billing Department to be two separate entities (which sounds like they are) and create a swimlane for each one of them. Your process will then show the sales process and the billing process in one diagram with the swimlanes making it clear who is doing what.
Here are some resources which you might find relevant:
Hope this helps!
- Adrian
Adrian,
Would Christine not also benefit from the Why & How Process Modelling article due to be published by Modern Analyst on March 23rd?
Guy
My only concern, upon viewing the BPMN examples, is that stakeholders will be unfamiliar with this type of flow chart. Would you suggest including a legend (to explain the start/activity elements for example)?
Christine,
There is a great BPMN legend on this site here. Of course the stakeholders should not be using the diagrams without you or another BA who knows how they work: the diagrams are not just pictures they are technical diagrams defining process dependency rules...
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